Advice Chaser Blog
529 Plans for College Savings
By investing college savings in a 529 plan, you can earn dividends tax-free.
Charitable Giving
If you’re interested in making more of a difference this year, it may be time to talk to a financial advisor about how you’re donating.
Rolling Over a 401(k)
What are you planning to do with your retirement account from your previous employer? You have choices for how to deal with that money.
What is an Aging Plan?
An aging plan is a plan to help care for your loved ones as they age. Aging is something that happens to everyone, but because it’s a slow process, most people don’t ever think they’ll have to be a caregiver until there’s an emergency.
Taxes
When you think about taxes, you might first think about your accountant. However, a financial advisor can also help you with your taxes. In 2017, Americans paid a whopping $1.66
Starting a Family
When some people imagine having a child, they feel only excitement. Others are gripped by financial anxiety. After all, raising a child isn’t cheap, and the stakes become so much
Marriage
When you’re in love, talking about money may seem mundane. 40% of couples don’t talk about how they’ll manage their money before marriage. That’s a problem: solid finances are a
Estate Planning
As little as any of us wants to think about death, no one lives forever. However, most people put off estate planning for far too long. Approximately 60% of Americans
Starting at a New Job
Congrats on getting a new job offer! You’ll be adjusting to new coworkers, new job responsibilities, and more. In the middle of these changes, don’t let your financial goals start
Looking for a financial advisor?
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